Constellation Energy Corp
CEG- Exchange
- Nasdaq
- Industry
- Electric Services
- SEC CIK
- 0001868275
In the last 90 days, Constellation Energy Corp insiders filed 1 open-market purchase and 0 sales; 1,866 institutions reported holding it in 13F filings for Q2 2026, worth $71.4B in total; superinvestors Coatue Management and Soros Fund Management hold it.
13F holders, Q3 2024
Institutional positions in Constellation Energy Corp as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,427
- +134 vs. Q2 2024
- Shares held
- 257.3M
- +23.9M (+10.3%) vs. Q2 2024
- Total value
- $66.2B
- +$19.5B (+41.7%) vs. Q2 2024
- New holders
- 237
- 541 more added
- Sold out
- 103
- 431 more reduced
17 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CEG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,866 | $71.4B |
| Q1 2026 | 1,907 | $80.3B |
| Q4 2025 | 2,008 | $91.1B |
| Q3 2025 | 1,824 | $82.1B |
| Q2 2025 | 1,722 | $82.7B |
| Q1 2025 | 1,547 | $51.8B |
| Q4 2024 | 1,545 | $56.9B |
| Q3 2024 | 1,427 | $66.2B |
| Q2 2024 | 1,310 | $51.0B |
| Q1 2024 | 1,175 | $48.0B |
| Q4 2023 | 1,005 | $30.6B |
| Q3 2023 | 905 | $29.3B |
| Q2 2023 | 849 | $24.9B |
| Q1 2023 | 841 | $21.2B |
| Q4 2022 | 877 | $23.2B |
| Q3 2022 | 823 | $22.3B |
| Q2 2022 | 755 | $15.3B |
| Q1 2022 | 645 | $14.4B |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lodestar Private Asset Management LLC | 1,261 | $327.9K | 0.04% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 1,260 | $327.6K | 0.03% | +1,260 | New |
| ABLE Financial Group, LLC | 1,254 | $326.1K | 0.10% | −96−7.1% | Reduced |
| L2 Asset Management, LLC | 1,252 | $325.5K | 0.09% | +46+3.8% | Added |
| Founders Financial Securities LLC | 1,251 | $325.3K | 0.03% | −183−12.8% | Reduced |
| Vise Technologies, Inc. | 1,251 | $325.3K | 0.04% | +1,251 | New |
| Waldron Private Wealth LLC | 1,247 | $324.2K | 0.01% | +111+9.8% | Added |
| Simon Quick Advisors, LLC | 1,244 | $323.5K | 0.02% | +99+8.6% | Added |
| Smith Chas P & Associates Pa Cpas | 1,240 | $322.3K | 0.02% | +1,240 | New |
| SevenBridge Financial Group, LLC | 1,353 | $321.0K | 0.06% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 1,226 | $318.8K | 0.31% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,220 | $317.2K | 0.12% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,219 | $317.0K | 0.01% | −10−0.8% | Reduced |
| Accurate Wealth Management, LLC | 1,183 | $314.9K | 0.06% | −21−1.7% | Reduced |
| Souders Financial Advisors | 1,209 | $314.4K | 0.04% | +1,209 | New |
| Mutual Advisors, LLC | 1,186 | $313.7K | 0.01% | −1,165−49.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,206 | $313.6K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,204 | $313.1K | 0.01% | +124+11.5% | Added |
| Principal Street Partners, LLC | 1,374 | $312.6K | 0.05% | −2,455−64.1% | Reduced |
| Commerzbank Aktiengesellschaft | 1,195 | $311.0K | 0.01% | +1,195 | New |
| SPC Financial, Inc. | 1,193 | $310.2K | 0.03% | +1,193 | New |
| McCollum Christoferson Group LLC | 1,188 | $308.9K | 0.09% | +1,188 | New |
| Hudock, Inc. | 1,186 | $308.5K | 0.05% | +1+0.1% | Added |
| Nemes Rush Group LLC | 1,659 | $306.7K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,175 | $305.5K | 0.04% | +1,175 | New |
| Fiducient Advisors LLC | 1,172 | $304.7K | 0.04% | +43+3.8% | Added |
| Live Oak Private Wealth LLC | 1,166 | $303.2K | 0.05% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,159 | $301.4K | 0.01% | +95+8.9% | Added |
| Joel Isaacson & Co., LLC | 1,157 | $300.8K | 0.01% | +1,157 | New |
| Searle & Co. | 1,155 | $300.3K | 0.07% | 00.0% | Unchanged |
| Keystone Financial Group | 1,147 | $298.2K | 0.04% | −389−25.3% | Reduced |
| Chesley Taft & Associates LLC | 1,146 | $298.0K | 0.01% | +139+13.8% | Added |
| Green Harvest Asset Management LLC | 1,145 | $297.8K | 0.01% | +1,145 | New |
| Evercore Wealth Management, LLC | 1,143 | $297.2K | 0.00% | +1,143 | New |
| Western Wealth Management, LLC | 1,140 | $296.5K | 0.02% | +130+12.9% | Added |
| Sterling Investment Advisors, Ltd. | 1,137 | $295.6K | 0.07% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 1,135 | $295.1K | 0.00% | +1,135 | New |
| Vision Capital Management, Inc. | 1,134 | $294.9K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,132 | $294.4K | 0.02% | +4+0.4% | Added |
| Lakeview Capital Partners, LLC | 1,130 | $293.8K | 0.05% | +1,130 | New |
| Thomasville National Bank | 1,125 | $292.5K | 0.02% | +125+12.5% | Added |
| Affinity Capital Advisors, LLC | 1,124 | $292.3K | 0.06% | −58−4.9% | Reduced |
| Rehmann Capital Advisory Group | 1,119 | $291.2K | 0.02% | +1,119 | New |
| Johnson Financial Group, Inc. | 1,119 | $291.0K | 0.01% | +1+0.1% | Added |
| Venturi Wealth Management, LLC | 1,119 | $291.0K | 0.02% | −14−1.2% | Reduced |
| Fielder Capital Group LLC | 1,116 | $290.2K | 0.10% | +28+2.6% | Added |
| Kowal Investment Group, LLC | 1,114 | $289.6K | 0.05% | +2+0.2% | Added |
| Gibbs Wealth Management | 1,113 | $289.4K | 0.09% | +1,113 | New |
| Claro Advisors LLC | 1,110 | $288.5K | 0.04% | +1,110 | New |
| Carret Asset Management, LLC | 1,106 | $287.6K | 0.03% | −14−1.3% | Reduced |
| LGT Group Foundation | 1,080 | $286.6K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,098 | $285.6K | 0.01% | +31+2.9% | Added |
| CWM Advisors, LLC | 1,097 | $285.2K | 0.03% | −209−16.0% | Reduced |
| AlphaStar Capital Management, LLC | 1,093 | $284.2K | 0.02% | +1,093 | New |
| Philadelphia Trust Co | 1,093 | $284.0K | 0.02% | +9+0.8% | Added |
| Crestwood Advisors Group LLC | 1,088 | $282.8K | 0.01% | +1,088 | New |
| Empower Advisory Group, LLC | 1,086 | $282.4K | 0.00% | −57−5.0% | Reduced |
| Childress Capital Advisors, LLC | 1,082 | $281.3K | 0.08% | +40+3.8% | Added |
| Meritage Portfolio Management | 1,082 | $281.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,074 | $279.3K | 0.01% | +65+6.4% | Added |
| Morningstar Investment Services LLC | 1,087 | $279.0K | 0.00% | +38+3.6% | Added |
| Cullen/Frost Bankers, Inc. | 1,066 | $277.2K | 0.00% | −166−13.5% | Reduced |
| Azimuth Capital Investment Management LLC | 1,054 | $274.1K | 0.01% | −271−20.5% | Reduced |
| Bedel Financial Consulting, Inc. | 1,048 | $272.5K | 0.04% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,043 | $271.2K | 0.15% | +1+0.1% | Added |
| Custom Index Systems, LLC | 1,042 | $270.9K | 0.15% | +1,042 | New |
| Glass Jacobson Investment Advisors llc | 1,040 | $270.4K | 0.09% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,039 | $270.3K | 0.04% | +1,039 | New |
| Turtle Creek Wealth Advisors, LLC | 1,033 | $268.6K | 0.05% | +3+0.3% | Added |
| SeaCrest Wealth Management, LLC | 1,029 | $267.6K | 0.03% | +1,029 | New |
| San Luis Wealth Advisors LLC | 1,027 | $267.0K | 0.06% | +1,027 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,008 | $266.6K | 0.00% | +368+57.5% | Added |
| Pathway Financial Advisors LLC | 1,023 | $266.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,023 | $266.0K | 0.01% | −21−2.0% | Reduced |
| Red Door Wealth Management, LLC | 1,023 | $265.9K | 0.04% | +1,023 | New |
| Roman Butler Fullerton & Co | 997 | $265.3K | 0.08% | +997 | New |
| Gradient Capital Advisors, LLC | 1,018 | $264.7K | 0.09% | +1,018 | New |
| NTV Asset Management LLC | 1,018 | $264.7K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,008 | $262.2K | 0.10% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 1,006 | $261.6K | 0.14% | +1,006 | New |
| Promethium Advisors,llc | 1,002 | $260.5K | 0.18% | +1,002 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,000 | $260.1K | 0.01% | +1,000 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,000 | $260.0K | 0.35% | −1,700−63.0% | Reduced |
| Alta Advisers Ltd | 1,000 | $260.0K | 0.12% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,000 | $260.0K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 998 | $259.5K | 0.02% | +998 | New |
| Continuum Advisory, LLC | 1,151 | $259.4K | 0.03% | +28+2.5% | Added |
| Ritholtz Wealth Management | 996 | $258.9K | 0.01% | +996 | New |
| Buttonwood Financial Advisors Inc. | 994 | $258.4K | 0.11% | −23−2.3% | Reduced |
| Legacy Financial Advisors, Inc. | 993 | $258.2K | 0.04% | −50−4.8% | Reduced |
| Rice Partnership, LLC | 990 | $257.4K | 0.05% | −590−37.3% | Reduced |
| Cidel Asset Management Inc | 990 | $257.4K | 0.02% | −86−8.0% | Reduced |
| Crawford Investment Counsel Inc | 988 | $256.8K | 0.00% | −14−1.4% | Reduced |
| Chicago Trust Co NA | 987 | $256.6K | 0.04% | +987 | New |
| Headinvest, LLC | 981 | $255.1K | 0.05% | +981 | New |
| Pitcairn Co | 976 | $253.8K | 0.01% | −185−15.9% | Reduced |
| Oak Asset Management, LLC | 975 | $253.5K | 0.09% | +975 | New |
| Berger Financial Group, Inc | 974 | $253.3K | 0.02% | +974 | New |
| Sterling Wealth Management, Inc. | 974 | $253.3K | 0.09% | +974 | New |
| McMahon Financial Advisors, LLC | 972 | $252.7K | 0.06% | 00.0% | Unchanged |